Remote Personal Financial Educator

Nationwide•Woodbridge, VA

2d•Remote

About The Position

Personal Financial Educators (PFEs) provide one-on-one consultation, education, training, information, and referral services in support of the Fleet and Family Support Program’s Personal Financial Management Program. They deliver services virtually through webinars, video, email, and phone, as well as in person. In-person services may be provided through mobile training teams to service members and their families in remote locations worldwide and aboard Navy ships, including in port, at sea, or in foreign countries. PFEs coordinate with Fleet and Family Support Program stakeholders to plan, schedule, and deliver financial education programs. Topics include car buying, budgeting, credit, debt liquidation, consumer awareness, insurance, savings and investments, and retirement planning. The position also provides individualized financial counseling, supports Command Financial Specialists, and promotes awareness and use of program services. The role requires accommodation of an 8:00 AM–4:30 PM Eastern Time shift. Travel may be required for specified periods, potentially up to 50% and for as long as six months, to provide in-person support worldwide and aboard Navy ships. The employee must be able to meet health screening requirements, including medical and dental requirements, for travel to remote locations. This position has no supervisory responsibilities.

Requirements

Bachelor’s degree, or an equivalent combination of education and experience that equips the candidate to serve as a personal financial management counselor.
National certification as an Accredited Financial Counselor (AFC) must be possessed and maintained. Candidates considered without the designation are expected to obtain it within 12 months of hire.
Two years of experience providing financial education and training and one-on-one financial counseling.
Experience making presentations and facilitating training for large and small groups on financial management.
Experience using digital technology to facilitate virtual training.
Experience providing one-on-one consultations of varying complexity.
Knowledge of developing and executing needs assessment tools, such as surveys.
Knowledge of the military and challenges of the military lifestyle.
Ability to work productively with Command Financial Specialists.
Understanding of personal financial management issues facing service members and families, and ability to assist them individually or through seminars, workshops, training, or appropriate referral.
Proficiency with technological tools for virtual service delivery, communication, and collaboration.
Knowledge of social services and/or community resources.
Knowledge of adult education principles and development of training curricula based on the adult learning model.
Demonstrated experience managing multiple priorities.
Effective verbal and written communication skills.
Proficiency in Microsoft Office Suite and ability to use software to prepare management reports and provide information.
Ability to meet naval shipboard requirements if deployed aboard a Navy ship.
U.S. citizenship, a valid driver’s license, passport, transportation, and auto insurance are required because the position requires access to U.S. Government facilities and systems.
Ability to meet medical and dental health screening requirements for travel to remote locations.
Ability to travel for specified periods, potentially up to 50% of the time and for up to six months.
Ability to sit, stand, bend, lift, and move intermittently; use a personal computer, telephone, and other office equipment; and lift up to 20 pounds. Physical demands may vary at locations worldwide and aboard Navy ships.
Must have a quiet space with a stable internet connection when not traveling.

Nice To Haves

Prior experience working with Fleet and Family Support Programs.

Responsibilities

Coordinate, publicize, and provide Personal Financial Management classes and workshops on topics including car buying, budgeting, credit, debt liquidation, consumer awareness, insurance, savings and investments, and retirement planning.
Respond to requests for age-appropriate classes or seminars for youths and teens as part of on-base education.
Provide initial and refresher Command Financial Specialist training.
Assist Command Financial Specialists in developing General Military Training on Personal Financial Management topics.
Provide in-person support aboard Navy ships for shipboard events and Return and Reunions.
Provide individualized financial counseling and assistance to service members and their families.
Provide consumer information and assist service members and families with handling consumer complaints.
Enter information and referral, one-on-one, and group education services into the government’s system of record.
Use technological tools to communicate and collaborate with stakeholders and deliver virtual services; perform basic troubleshooting when technology challenges occur.
Maintain up-to-date knowledge of personal finance and financial counseling.
Support marketing and outreach initiatives to promote awareness and use of program services.
Perform other duties as assigned.